Report object property values from Organizer

You can export object property values from Object Browser to Microsoft Excel for further processing. The property columns in Object Browser are exported exactly as they are shown. You can use predefined default Excel templates, or you can create your own Excel templates for the export.

Ensure that you have Microsoft Excel installed on your computer.

If you want to create your own templates, first create a \ProjectOrganizerData\ExcelTemplates folder under the current model folder, project folder, firm folder or system folder, and save the templates there. This way you can select your template from the list of available templates in the Export data to Excel dialog.

Tip:

If you want to place the object properties to a certain location in the Excel template, modify the template by typing %&O%& to the cell from which you want data placement to start, and save the template.
You can also define in the Excel template how the summary rows are shown: either above or below the object rows. Go to the Data tab in the Excel template, click the small arrow in the Outline area , select the needed setting, and click OK. Then save the template.

To open Organizer, click Manage on the ribbon and then click Organizer.
Select objects either in the model or in the categories to view the objects and their properties in Object Browser.
Select a suitable property template.
Click and select Export.
Select an Excel template from the list of available templates, or click Browse to select another template.
If you do not select a template, a default Excel template is used in the export.

Object Browser lists all the Excel templates that are available for the export in the following folders:
- Current model folder
- Project folder (XS_PROJECT)
- Firm folder (XS_FIRM)
- System folder (XS_SYSTEM)
Select one or more export options:
- Update object properties from the model is selected by default.
  The latest object properties from the model are updated to Object Browser for the export.
- Export without column headers
  Select whether to export without the Object Browser column header line.
  
  This option is useful if you have predefined column headings in the Excel template.
- Export only summary rows
  Select whether to only export Object Browser summary rows.
Click Export.

Microsoft Excel opens automatically. Grouping, combined rows, and calculated values (total, average, minimum and maximum) are also exported.

Example: Export project properties

You can automatically include any project property to the object property export. You can do this by creating a separate property template for the project properties and naming it as W_Project_data.

Note:

You must use W_Project_data as the name of this template.

Define the project properties in File > Project properties. In this example, you enter the project name, project builder, and a project comment in the user-defined attributes.
In Organizer, create a property template for the project properties you defined above. In this example, you only add the project properties to the template.
You can add any properties in the template. Note however that Organizer will add to the report the first random value that it finds for the property. Therefore, add in the template only such properties that have the same value for all objects. For example, you can add PHASE to the template if all the objects you intend to include in the report are going to belong to the same phase.
1. Click in the upper-right corner of Organizer to open the Settings and click Template.
2. Name the template as W_Project_data and select Blank template.
3. Click Create.
4. Drag the PROJECT.NAME, PROJECT.BUILDER and PROJECT.USERDEFINED.PROJECT_COMMENT project properties to the property columns.
5. Click Modify to save the template.
Add the project properties to the Excel template that you are going to use in the export and save the template.
You can copy the column headers from the property template and add them anywhere in the Excel template, see an example below.

Note:
If you add a DATE type of property to the Excel, change the format of the Excel cell to Date to show the date correctly. A DATE type of property is a property that has DATE in the name.

Note:
If you want to add the DATE property to your property template to add the current date, you have to change the name of the column header to be something different than DATE. For example, change it to DATE1, and use the same text (DATE1) in the Excel template.
Export object properties and project properties from Organizer.
1. Select objects in the model or categories to view the objects in Object Browser.
2. Select a property template that you want to use in the export, for example, Default or Rebar.
3. Click and select Export.
4. Select the Excel template you modified previously and click Export.
The values of the project properties that you added to the Excel template are shown in the exported Excel.